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Akshat Shrivastava @Akshat_World on x 416.6K followers
Created: 2025-07-28 07:39:40 UTC
AI= Sachin Tendulkar Indian IT= Parthiv Patel
Point is you can't compare the two.
Indian IT and AI are two different beasts. There is a reason why most AI work happens outside India:-
To build LLMs you require basically X things:
- What vision you chase? eg. Grok-4 is being built to solve edge cases. It is likely to be #1 player as we move from "general compute" to "specific compute". In India, IT do not even do general compute.
They are backend service providers. Calling Indian IT as AI players or (expect them to become AI players) is like comparing Sachin with Pathiv Patel.
There is a reason why Indian IT will not build in AI much.
- Collaborative ecosystem: Grok-4 is trained on H-200 NVIDIA Chips. These are easily accessible to them. There is also a clear migration path from H200 to Blackwell chips. Gork/Musk can plan for X years on this vision.
Add to this: Ecosystem partnerships (eg. Apple partnering with Perplexity or Grok maybe). This solves distribution + hardware problems.
What would Indian IT invest in?
- A test market that pays: for LLMs (eg Perplexity), it charges $XX to $2000 per month. People in India won't pay that kind of money
If there is no market, why would a company put money?
- Low cost energy: AI requires massive energy. Companies that will win the compute would own two things: (a) massive distribution (b) lowest computation cost/throughput.
Every AI firm on earth is optimizing for (b)
In India, Energy infra is now being owned by private players. Bottomline: our energy will be very expensive. So we have fucked up our AI even before it began.
- Stable and competitive regulation: AI is an advancement race. Right now Open AI, Gemini, Grok all are trying to outcompete.
Same competition applies to any "layer" on AI.
- Eg: Joby vs Archer
- Cloudflare vs AWS
- I can go on and on.
Company X grows because there is a challenger Y. So firms innovate.
India is a regulation market. We build and promote cronies.
Expecting IT firms to "invest" in such an environment is like expecting Parthiv Patel to make XXX international centuries like Sachin.
XXXXXXX engagements
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